Individual tax returns

Get your tax return done right, the first time

Standard returns start at $165 — investor and sole trader returns vary based on complexity. Whatever your situation, we explain it in plain English and make sure nothing eligible gets missed.

Based in Hatton Vale, proudly serving individuals and sole traders across the Lockyer Valley — Gatton, Laidley, Forest Hill, Helidon and Plainland.

What counts as income

Every income source, accounted for

Most returns are more than just a payment summary — here's what we ask about.

Salary & wages

Your income statement (or statements, if you changed jobs) from each employer during the year.

Government payments

Centrelink and other government payments, which are usually pre-filled but still worth checking.

Business income & side hustles

Running a side hustle or small sole-trader business alongside your day job? It's reported on your individual return.

See our Micro Business guide →

Bank interest

Interest earned on savings and term deposits during the year.

Investments & crypto

Shares, managed funds, dividends and cryptocurrency — including any disposals during the year.

Overseas income & investments

Foreign employment income, foreign pensions and overseas investments can all have Australian tax consequences.

Common deductions

What you might be able to claim

You don't need to know the tax rules yourself — bring us what you spent and we'll work out what applies.

Vehicle & travel

  • Work-related vehicle use (we'll need your kilometres)
  • Other work-related travel expenses

Self-education & training

  • Courses connected to your current role
  • First aid and similar work-required training

Uniforms, tools & equipment

  • Uniforms and protective clothing
  • Laundry (how often, and whether it's mixed with personal washing)
  • Tools, equipment and consumables for work
  • Depreciation on work assets from prior years

Memberships & professional fees

  • Licence and membership fees
  • Union fees
  • Professional indemnity insurance

Working from home & phone

  • Time spent working from home during the year
  • Mobile phone used for work (monthly cost and work-use percentage)

Super, donations & advice fees

  • Additional personal super contributions
  • Donations to deductible gift recipients
  • Tax agent fees, income protection insurance and ongoing financial planner fees
Sole traders & side hustles

Running a side hustle alongside your day job?

Rideshare driving, online selling, content creation, freelancing, market stalls — if you're earning money outside your regular wage, it usually needs to be reported, and there's a specific set of things worth getting right from the start: whether it's a hobby or a business, whether you need an ABN, and what you can actually claim.

We've put together a dedicated guide for exactly this situation.

Read our Micro Business guide
Worth mentioning

A few other things that can affect your return

Some things are not income or deductions themselves, but still change how your return is prepared — whether you have private hospital cover, how many dependents you have, whether you have a spouse (their income can matter for some offsets), and whether you have a HELP debt.

If you've paid child support, have a Centrelink or child support debt, or have had an ATO audit before, let us know too — none of it changes how we treat you, it just means we prepare things with the full picture in mind.

Getting ready

What to bring to your appointment

Photo ID, your Tax File Number and bank details for your refund. Beyond that, bring your income statements, receipts for anything you think might be deductible, and a depreciation schedule if you had one prepared last year.

Not sure if something counts? Bring it anyway — it's easier for us to leave something out than to chase it down later.

See the full Individual Tax Return Checklist →

Frequently asked questions

Individual tax return questions

How much does it cost?

Standard returns start at $165. Investor and sole trader returns vary based on complexity — the more income sources and deductions involved, the more time it takes to get right.

What can I claim?

Work-related expenses, tools, uniforms, self-education and donations are common ones, but what applies depends on your job and circumstances. Bring us what you spent and we'll identify what's eligible.

I have several years of overdue returns — can you help?

Yes. We can lodge multiple overdue returns and help you deal with any penalties along the way. Getting started is the hardest part — contact us and we'll take it from there.

I have a side hustle as well as my regular job — is that a problem?

Not at all — it's very common. It just needs to be reported alongside your other income. See our Micro Business guide for what that involves, or bring the details to your appointment and we'll sort it out together.

Do I need a Tax File Number and Medicare card?

Your Tax File Number is essential for lodging your return. Your Medicare card details help determine your Medicare Levy position, including any exemptions that might apply.

Ready to get it done?

Book your individual tax return appointment

Bring what you have — we'll tell you what else we need, and explain everything in plain English along the way.

Important information: Information on this page is general in nature and does not take into account your personal circumstances. What can be claimed depends on your individual situation. Obtain advice relevant to your circumstances before relying on general information when preparing your tax return.

Get in Touch

07 5317 6040

3/2 Summerholm Rd, Hatton Vale

PO Box 396, Gatton QLD 4343

Mon to Fri - 8am to 4pm

Saturday appointments available on request

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